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Heritage Wealth Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Heritage Wealth Advisors’s Portfolio OIH Stock Details OIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$9.56K – 581
2021
Q1 		$9.56K Buy
+50
New +$9.42K ﹤0.01% 464

Other funds holding OIH

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Advisors's OIH Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of VanEck Oil Services ETF (OIH) in Q2 2021, closing a stake of 50 shares — an estimated $9.56K sold.

Heritage Wealth Advisors first reported a position in OIH in Q1 2021 and held it in 1 quarter. The position peaked at $9.56K in Q1 2021. 217 funds tracked by Wall St. Rank hold OIH as of Q2 2021.

  • Heritage Wealth Advisors reported no remaining VanEck Oil Services ETF position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 50 VanEck Oil Services ETF shares in Q2 2021, an estimated $9.56K.
  • Heritage Wealth Advisors first reported a position in VanEck Oil Services ETF in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Advisors's VanEck Oil Services ETF position peaked at $9.56K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.